6 月，中国乘用车出口量同比增长 80%[1]。与此同时，受房地产低迷及激烈市场竞争影响，当月国内乘用车销量同比下降 26%[1]。上半年中国汽车累计出口量突破 440 万辆，同比增幅为 72%[1]；同期国内乘用车总销量接近 830 万辆，其中 6 月单月销量约为 150 万辆 [1]。
面对严峻的国内市场环境，AlixPartners 预测中国轻型车辆整体销量可能下降 10%[1]。为应对挑战并寻求生存空间，多家车企正加速向海外扩张 [1]。S&P Global Ratings 分析师 Stephen Chan 预计，到 2026 年乘用车出口量将增长至目前的 30% 至 50%[1]。
在国际市场准入方面，加拿大已批准每年进口 49,000 辆中国电动汽车的配额 [1]；而 Polestar 则被美国商务部禁止从 2027 款车型起在美国销售车辆 [1]。
In June, Chinese passenger car exports rose by 80% year-on-year, driven primarily by strong demand for electric vehicles [1]. Conversely, domestic sales of passenger cars fell by 26% during the same month [1]. For the first half of the year, total Chinese auto exports surpassed 4.4 million units, representing a 72% increase compared to the previous period [1], while domestic passenger car sales approached 8.3 million units with approximately 1.5 million sold in June alone [1].
Industry analysts project that light vehicle sales in China could decline by roughly 10%, according to AlixPartners [1]. Looking further ahead, Stephen Chan from S&P Global Ratings forecasts that passenger car exports will grow between 30% and 50% by 2026 [1]. Amidst intense domestic competition and the impact of a sluggish real estate market, automakers are accelerating their expansion overseas to secure survival space [1].
International trade dynamics have also shifted significantly. Canada approved an annual import quota for Chinese electric vehicles set at 49,000 units [1]. Meanwhile, Polestar has been prohibited by the U.S. Department of Commerce from selling its vehicles in the United States starting with models introduced in 2027 [1].